You’ll even receive email notifications when your clients’ certificates are about to expire, so you can certify again and ensure they never miss another investment opportunity. View some quick tips here

How Cygura works for accountants

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Features

Fully compliant

Cygura electronic certification is a compliant way for accountants to certify sophisticated investors and wholesale clients for the purposes of Chapters 6D and 7 of the Corporations Act.

How Cygura works for Accountants

Add your clients by clicking “add” on My SIs page. Clients can be added individually or via a bulk upload.

Step 3

Your client receives an email to complete registration with Cygura*.

Step 4

Certify your client electronically as a wholesale client or sophisticated investor, provided they meet the requirements. You can view a quick video here.

Certification is now complete.

Your client can now share their certificate with financial advisors and product providers. Log in anytime to view your clients' status, expiry and certificate number or to generate reports. Don't forget, Cygura will notify you and your client one month before certificate expiry.

*Your client must register before you can certify.

"We travel a fair bit and I invest directly with certain issuers for my trust and SMSF. I don't like having to go to my accountant and getting 2 certificates signed each time. Cygura means I now only have to do this once for each entity, and I can be interstate."Nick (Sophisticated Investor)

“We now advise all of our sophisticated investors they can use Cygura. As an online solution it makes the whole process easier. The client can stop chasing their accountant for certificates and we can log in and check their status instantly.”Katherine, Fund Manager

“Keeping track of paper-certificates has always been labour-intensive and fraught with compliance risk. Now we can generate As-At reports showing the status of our clients’ investor certificates at any point in time.”Darren, Investment advisor

We use Cygura for all of our sophisticated investor certification. Their simple, automated process is exactly what we were looking for and fits perfectly with our own business approach.”Andrew Petris, Founder of Timelio

“Cygura is like moving from using cheque books to internet banking.”Brendan, Accountant

“I take certifying my clients very seriously. After reviewing assets or income, I sign the form, scan a copy for file, and send the original back to my client. This takes time. Cygura is real time, keeps the record for me, and reminds me about upcoming expiries. I like to be on the front foot with my clients.”David, Accountant

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This page provides references to
the
policies and agreements that apply to all products and services and your dealings with Cygura, a
division of Sophisticated Access Capital and all associated companies and business partners.